Skip to main content
Solved

Expense Reporting in Batches

  • November 6, 2020
  • 1 reply
  • 142 views

Forum|alt.badge.img

When working on a project we could have 50 employees for which our foreman will enter time via Crew Time Reporting. However, we also could have certain expenses for the 50 employees like a Meal Allowance if they all do overtime in a day or if working in an area that requires for them to pay parking, we will reimburse their parking. Is there a way to do Batch Expense Claims for all Field Staff on a Project rather than needing to go in and doing it one by one, if the batch is homogenous.

Best answer by vkumar

Hi @jvinski71 

You may use an import scenario to create multiple expense claims for a set of employees at one go. You may just update an excel file with new details (amount,date whatever information that needs to be changed) and run the import scenario each time claim needs to be generated. Suggesting this as workaround as there is no direct option for the requirement you mentioned.

Hope this helps,

Regards,

 

View original
Did this topic help you find an answer to your question?

1 reply

Forum|alt.badge.img+12
  • Acumatica Support Team
  • 871 replies
  • Answer
  • November 6, 2020

Hi @jvinski71 

You may use an import scenario to create multiple expense claims for a set of employees at one go. You may just update an excel file with new details (amount,date whatever information that needs to be changed) and run the import scenario each time claim needs to be generated. Suggesting this as workaround as there is no direct option for the requirement you mentioned.

Hope this helps,

Regards,

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings